Plumb Balanced Fund Investor Shares (PLBBX) - Allocation--50% to 70% Equity fund with $66.46 Million in assets. The fund allocates 34.43% of its portfolio to its top 10 holdings. It primarily invests in averagemarketcap cap stocks , with a focus on the cash and equivalents sector.
The largest holding in the fund is NVIDIA Corp at 4.10% of total assets. This is followed by Alphabet Inc (2.99%) and Novo Nordisk A/S (3.57%).
| Name | Weight | Owned | Change |
|---|---|---|---|
| NVIDIA Corp | 4.10% | - | - |
| Alphabet Inc | 2.99% | - | - |
| Novo Nordisk A/S | 3.57% | - | - |
| Microsoft Corp | 3.32% | - | - |
| MercadoLibre Inc | 3.61% | - | - |
| Visa Inc | 4.13% | - | - |
| Mastercard Inc | 3.64% | - | - |
| Eli Lilly Co | 3.06% | - | - |
| VSE Corp | 3.23% | - | - |
| Copart Inc | 2.78% | - | - |
| American Express Co | 3.17% | - | - |
| Apple Inc | 2.99% | - | - |
| Amazon.com Inc | 2.88% | - | - |
| NVIDIA CORP | 6.51% | - | - |
| ALPHABET INC-A | 4.36% | - | - |
| MICROSOFT CORP | 2.75% | - | - |
| MASTERCARD INC-A | 3.11% | - | - |
| VSE CORP | 3.71% | - | - |
| MERCADOLIBRE INC | 2.95% | - | - |
| VISA INC-CLASS A | 3.04% | - | - |
| AMAZON.COM INC | 3.17% | - | - |
| AMERICAN EXPRESS | 3.42% | - | - |
| AAR CORP | 4.22% | - | - |
| APPLE INC | 2.83% | - | - |
| MODINE MFG CO | 4.34% | - | - |
| FRST AM-GV OB-X | 2.79% | - | - |
| ADV MICRO DEVICE | 5.32% | - | - |
| TAIWAN SEMIC-ADR | 3.53% | - | - |